Aditya birla tax relief 96 direct growth

The fund was launched in Jan 1, Its risk level is Very High. Its expense ratio is 0.

Investment Objective - The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July Beta shows the portfolio risk in relation to the market. A beta of less than 1 means that the fund returns are less volatile compared to the broader market. A beta of more than 1 means that the fund returns are more volatile than the broader markets. A beta equal to 1 means that fund's volatility is in line with the broader market. Sharpe ratio is a risk adjusted performance measure.

Aditya birla tax relief 96 direct growth

Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period. You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. Current tax deductions are capped at 1. Ratios calculated on daily returns for last 3 years Updated as on 31st January, See more about AMC. View more. Posted by : ssondhi Posted by : bhaveshnegandhi. Fractional Ownership. Powered by. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios.

So if you are comparing 2 funds lets say Fund A and Fund B in the same category.

View more. Posted by : ssondhi Posted by : bhaveshnegandhi. Fractional Ownership. Powered by.

Investment Objective - The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July Beta shows the portfolio risk in relation to the market. A beta of less than 1 means that the fund returns are less volatile compared to the broader market. A beta of more than 1 means that the fund returns are more volatile than the broader markets. A beta equal to 1 means that fund's volatility is in line with the broader market. Sharpe ratio is a risk adjusted performance measure. A fund with a higher Sharpe ratio is considered better than a fund with a lower Sharpe ratio. Treynor is a risk adjusted performance measure.

Aditya birla tax relief 96 direct growth

In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America "US" and Canada to or for the benefit of United States persons being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of , as amended and persons of Canada. This allows you to make the most out of your SIP investments by increasing your contributions towards those schemes that are performing well. Additionally, you can also increase your investment amount when there is a hike in your pay. Systematic Transfer Plan STP allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme. For STP installments greater than Rs. For STP installments of Rs. Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also. Fixed Withdrawal - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals.

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Jensen's Alpha Alpha shows the ability of the fund manager to outperform the market. Risk Ratios Ratios are calculated using the calendar month returns for the last 3 years. How fast is your internet speed? Higher values signify better risk-adjusted performance. Dabur India Ltd. Monthly Portfolio. Indusind Bank Ltd. Jio Financial Services Ltd. Private sector bank 6. This is the annual fees, fund charges you to manage your money. Bharti Airtel.

In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America "US" and Canada to or for the benefit of United States persons being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of , as amended and persons of Canada. Click here to know more about Equity Funds.

Atul Penkar Since Dec 2 schemes. Private sector bank Sharpe Ratio: Risk adjusted return of the fund i Sharpe Ratio is a measure of return per unit of risk. National Thermal Power Corporation Ltd. Please enter number of years between to. Here is what you need to do - Click on the Invest Now Button present on the top right-hand side. As an investor you do not need to pay any additional fees to purchase any of these options. Category Return 3. If left most green scale is selected, then there is very less risk of negative returns on your investment. Gillette India. Peer comparison Overview Returns Risk ratios. Posted by : bhaveshnegandhi. Web Stories. Systematic Withdrawal Plan allows investors to withdraw a fixed amount of money from their mutual fund to build sustainable income streams while saving on Tax also. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis.